January 23rd, 2015,
Comments Off on NAIFA Member Inducted into International Management Hall of Fame.

David B. Schulman, CLU, ChFC, a general agent with Massachusetts Mutual Life Insurance Company (MassMutual), has been named the 2015 inductee into the GAMA International Management Hall of Fame. Schulman will be honored during the Celebration of Excellence Banquet at GAMA’s annual LAMP conference, which takes place in March in Orlando, Florida.

Induction into the GAMA International Management Hall of Fame is the highest honor given by the financial-services industry to recognize an individual field leader whose professional career has been spent building a field organization and serving the industry. The prestigious award is presented to one individual annually.

Schulman, a NAIFA member, is a 35-year veteran of MassMutual and principal of DBS Financial Group in Fort Lauderdale, Florida. A top-five MassMutual agency with nearly 149 advisors, Schulman and his team have served nearly 36,000 individuals and small businesses and provide more than $11 billion in life insurance protection for families and businesses, according to MassMutual’s 2013 Measures of Community Value Report.

“David’s appointment to GAMA International’s Hall of Fame is not only well-earned, but speaks to his dedication to excellence and growth within our industry,” said Daralee S Barbera, president of the board of directors. “He is a true leader and mentor, and has undoubtedly earned his seat at the ‘honors table’ of our LAMP’15 Celebration of Excellence Banquet many times over.”

Schulman has received numerous company and industry awards for his accomplishments. He is an eight-time recipient of GAMA International’s Master Agency Award and a ten-time recipient of the International Management Award. He has been recognized by MassMutual 14 times with the Chairman’s Trophy, and in 2007, his agency ranked number three among all MassMutual agencies throughout the country. Schulman also sits on the GAMA Foundation for Education and Research’s Board of Trustees and is a member of the Research Agency Group and the MDRT.

“David Schulman represents the very best of MassMutual and we could not be prouder of this significant achievement,” said John Vaccaro, senior vice president, USIG Sales and Distribution at MassMutual. “David is one of our longest-serving and most respected general agents and is driven by a genuine desire to serve others. We are extremely pleased that he is receiving our industry’s highest honor.” A graduate of Wharton School of Business at the University of Pennsylvania, David and his wife, Carrie, live in Plantation, Florida.

May 8th, 2014,
Comments Off on NAIFA Member Receives Penn Mutual’s Financial Professional of the Year Award.

The Penn Mutual Life Insurance Company, a more than 167-year-old company, is pleased to announce that NAIFA member Jason Rucker, CFP, of Cambridge Financial Services in Chandler, Ariz., has been honored with the 2013 Financial Professional of the Year Award.

This award recognizes a Penn Mutual financial professional who demonstrates the highest standards of continuing education, performance and ethics in helping clients achieve a lifetime of financial well-being. In order to earn this recognition, the financial professional must be a registered representative of Hornor, Townsend & Kent, Inc. (HTK) who has earned the CLU, the ChFC or the CFP designations, and has qualified for Leaders Conferences.

“Throughout his career with Penn Mutual and HTK, Jason has been committed to putting all of his clients on the right path to developing and achieving each of their unique financial goals,” says William J. Stevens, CLU, ChFC, MSFS, vice president of Penn Mutual’s Career Agency System. “We are proud to honor Jason and his devotion to his career with the prestigious Financial Professional of the Year award and are excited for his continued growth with our company for years to come.”

A 17-year industry veteran, Rucker has been affiliated with Penn Mutual since 2000. During that time he has won a number of company awards, including the 2010 Career Agency System (CAS) Silver Medal, the 2008 CAS Bronze Medal, the 2007 CAS Gold Medal, the 2007 CAS Life Sales Leader award, as well as several Century Club awards.

Rucker has also been a member of the Penn Mutual STAR program since 2010, which recognizes the company’s top performing and most consistent life producers, and a member of HTK’s Peak top producer program since 2010. He is a qualifying member of MDRT’s Court of the Table and Top of the Table, and has served on the Board of Directors of Penn Mutual’s Producers’ Advisory Council.